Avista Corporation (AVA) Ownership

35.79 ↑0.21 (0.59%)

As of April 24, 2024, 3:59pm EST.

Institutions
Mutual Funds

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of Avista Corporation (AVA), owning a total of 15 million shares. Combined, the top 27 institutional holders of AVA own 74.54% of the company with a total of 58.2 million shares.

In the latest ownership report on December 31st 2023, the top 27 institutional holders increased their combined ownership of AVA by 1.3 million shares. 9 institutions bought 2,217,605 total additional shares and increased their ownership by an average of 37.54%. However 11 institutions sold 873,145 total shares and decreased their ownership by an average of 6.68%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Avista Corporation increased by a net total of 1,344,460 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	19.240%	3.546%	15,042,850	515,100	2023-12-31
Vanguard Group Inc	12.184%	1.025%	9,526,035	96,642	2023-12-31
State Street Corporation	5.899%	-0.775%	4,611,776	-36,024	2023-12-31
Public Sector Pension Investment Board	4.528%	0.753%	3,539,985	26,454	2023-12-31
First Trust Advisors L.P.	2.663%	-4.913%	2,082,225	-107,579	2023-12-31
Hotchkis & Wiley Capital Management LLC	2.478%	-2.761%	1,937,599	-55,010	2023-12-31
Ameriprise Financial Inc	2.464%	5.789%	1,926,376	105,418	2023-12-31
Westwood Holdings Group Inc	2.212%	-3.314%	1,729,700	-59,279	2023-12-31
Mariner Value Strategies, LLC	2.120%	-9.055%	1,657,277	-164,999	2023-12-31
Geode Capital Management, LLC	2.111%	6.100%	1,650,709	94,900	2023-12-31
Dimensional Fund Advisors, Inc.	1.862%	-1.157%	1,455,443	-17,031	2023-12-31
Goldman Sachs Group Inc	1.815%	290.843%	1,419,414	1,056,247	2023-12-31
Morgan Stanley - Brokerage Accounts	1.783%	17.123%	1,393,697	203,758	2023-12-31
Bank of New York Mellon Corp	1.511%	-5.820%	1,181,123	-72,984	2023-12-31
Charles Schwab Investment Management Inc	1.346%	5.591%	1,051,967	55,697	2023-12-31
Amvescap Plc.	1.335%	-11.534%	1,043,892	-136,102	2023-12-31
Northern Trust Corp	1.224%	7.095%	956,784	63,389	2023-12-31
Old Republic International Corp	0.764%	0.000%	597,500	0	2023-12-31
Prudential Financial Inc	0.755%	-5.234%	590,602	-32,617	2023-12-31
NORGES BANK	0.680%	-22.899%	531,284	-157,795	2023-12-31
Kennedy Capital Management Inc	0.672%	-6.034%	525,241	-33,725	2023-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	19.240%	3.546%	15,042,850	515,100	2023-12-31
Vanguard Group Inc	12.184%	1.025%	9,526,035	96,642	2023-12-31
State Street Corporation	5.899%	-0.775%	4,611,776	-36,024	2023-12-31
Public Sector Pension Investment Board	4.528%	0.753%	3,539,985	26,454	2023-12-31
First Trust Advisors L.P.	2.663%	-4.913%	2,082,225	-107,579	2023-12-31
Hotchkis & Wiley Capital Management LLC	2.478%	-2.761%	1,937,599	-55,010	2023-12-31
Ameriprise Financial Inc	2.464%	5.789%	1,926,376	105,418	2023-12-31
Westwood Holdings Group Inc	2.212%	-3.314%	1,729,700	-59,279	2023-12-31
Mariner Value Strategies, LLC	2.120%	-9.055%	1,657,277	-164,999	2023-12-31
Geode Capital Management, LLC	2.111%	6.100%	1,650,709	94,900	2023-12-31
Dimensional Fund Advisors, Inc.	1.862%	-1.157%	1,455,443	-17,031	2023-12-31
Goldman Sachs Group Inc	1.815%	290.843%	1,419,414	1,056,247	2023-12-31
Morgan Stanley - Brokerage Accounts	1.783%	17.123%	1,393,697	203,758	2023-12-31
Bank of New York Mellon Corp	1.511%	-5.820%	1,181,123	-72,984	2023-12-31
Charles Schwab Investment Management Inc	1.346%	5.591%	1,051,967	55,697	2023-12-31
Amvescap Plc.	1.335%	-11.534%	1,043,892	-136,102	2023-12-31
Northern Trust Corp	1.224%	7.095%	956,784	63,389	2023-12-31
Mitsubishi UFJ Trust & Banking Corp	1.241%	-41.537%	940,321	-668,068	2022-12-31
Millennium Management LLC	0.852%	-77.872%	651,773	-2,293,722	2023-03-31
Old Republic International Corp	0.764%	0.000%	597,500	0	2023-12-31
Prudential Financial Inc	0.755%	-5.234%	590,602	-32,617	2023-12-31
Renaissance Technologies Corp	0.789%	4.880%	582,422	27,100	2022-06-30
Victory Capital Management Inc.	0.775%	-9.344%	581,109	-59,898	2022-12-31
NORGES BANK	0.680%	-22.899%	531,284	-157,795	2023-12-31
Kennedy Capital Management Inc	0.672%	-6.034%	525,241	-33,725	2023-12-31
Legal & General Group PLC	0.641%	-1.833%	495,510	-9,254	2023-09-30
JPMorgan Chase & Co	0.596%	-1.540%	460,997	-7,208	2023-06-30

Mutual Fund Ownership

iShares Core S&P Small-Cap ETF is the biggest individual fund holder of Avista Corporation (AVA), owning a total of 5.2 million shares. Combined, the top 27 mutual fund holders of AVA own 45.81% of the company with a total of 35.7 million shares.

In the latest ownership report on March 28th 2024, the top 27 fund holders increased their combined ownership of AVA by 12 thousand shares. 3 funds bought 19,263 total additional shares and increased their ownership by an average of 0.39%. However 1 funds sold 7,462 total shares and decreased their ownership by an average of 0.78%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Avista Corporation increased by a net total of 11,801 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	6.674%	0.000%	5,217,932	0	2024-03-28
iShares Russell 2000 ETF	2.429%	0.547%	1,899,384	10,323	2024-03-28
iShares Select Dividend ETF	2.074%	0.511%	1,621,350	8,240	2024-03-28
SPDR® S&P Dividend ETF	1.418%	0.000%	1,108,626	0	2024-03-28
iShares S&P Small-Cap 600 Value ETF	1.220%	-0.776%	953,919	-7,462	2024-03-28
Invesco High Yield Eq Div Achiev™ ETF	0.995%	0.000%	778,209	0	2024-03-28
iShares Russell 2000 Value ETF	0.934%	0.000%	730,068	0	2024-03-28
SPDR® Portfolio S&P 600 Sm Cap ETF	0.876%	0.102%	684,974	700	2024-03-28

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	6.674%	0.000%	5,217,932	0	2024-03-28
Vanguard Total Stock Mkt Idx Inv	3.081%	-0.338%	2,408,815	-8,167	2024-02-29
Vanguard Instl Ttl Stck Mkt Idx Tr	3.026%	4.197%	2,340,831	94,281	2023-03-31
Vanguard Small Cap Index	2.551%	0.937%	1,994,236	18,519	2024-02-29
iShares Russell 2000 ETF	2.429%	0.547%	1,899,384	10,323	2024-03-28
First Trust Value Line® Dividend ETF	2.408%	-0.055%	1,862,889	-1,029	2023-11-30
iShares Select Dividend ETF	2.074%	0.511%	1,621,350	8,240	2024-03-28
SPDR® S&P US Dividend Aristocrats ETFDis	1.805%	-7.489%	1,381,013	-111,798	2023-07-31
Nuance Mid Cap Value Separate Account	1.744%	-4.760%	1,363,436	-68,135	2023-12-31
Vanguard Small Cap Value Index Inv	1.742%	0.769%	1,362,315	10,389	2024-02-29
CT American Smaller Coms(US) InstAccGBP	1.549%	5.250%	1,210,727	60,395	2024-02-29
Vanguard Institutional Extnd Mkt Idx Tr	1.455%	0.089%	1,137,912	1,012	2024-02-29
SPDR® S&P Dividend ETF	1.418%	0.000%	1,108,626	0	2024-03-28
Vanguard Extended Market Index Investor	1.366%	-0.014%	1,045,519	-150	2023-08-31
Nuance Mid Cap Value Institutional	1.231%	-11.553%	962,298	-125,691	2024-01-31
iShares S&P Small-Cap 600 Value ETF	1.220%	-0.776%	953,919	-7,462	2024-03-28
CT (Lux) American Smaller Com 9U USD	1.110%	6.180%	868,022	50,523	2024-02-29
American Beacon Small Cp Val R5	1.009%	0.000%	788,731	0	2024-01-31
Invesco High Yield Eq Div Achiev™ ETF	0.995%	0.000%	778,209	0	2024-03-28
Fidelity Small Cap Index	0.995%	1.545%	777,541	11,829	2024-01-31
iShares Russell 2000 Value ETF	0.934%	0.000%	730,068	0	2024-03-28
Fidelity® Small Cap Index	0.916%	2.151%	708,721	14,926	2023-09-30
SPDR® Portfolio S&P 600 Sm Cap ETF	0.876%	0.102%	684,974	700	2024-03-28
Vanguard Tax-Managed Small Cap Adm	0.839%	0.000%	641,779	0	2023-08-31
Westwood Quality SmallCap Fund Inst	0.790%	-10.563%	617,277	-72,901	2023-12-31
Westwood Mgt SmallCap Value	0.790%	-10.563%	617,277	-72,901	2023-12-31
SPDR® S&P 600 Small Cap Value ETF	0.783%	1.524%	598,853	8,992	2023-08-31